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Agreed, The low hanging fruit has been grabbed. The remainder is mostly gonna be regulatory arbitrage or low margin niche fields that a large company can't exp

Agreed, The low hanging fruit has been grabbed. The remainder is mostly gonna be regulatory arbitrage or low margin niche fields that a large company can't exploit. The neighborhood liquor store, or the grey market handyman. That's the remaining low cap fronts.

JumpCrisscross 2y ago
> low hanging fruit has been grabbed I don't believe this. But let's assume it's true. We still have the Barksdale binary: business comes down to bundling and unbundling [1]. After the fall of the USSR the world went unipolar. The Internet was spreading and bundling was business. Now we're Balkanising. Factories and servers on one side of the planet no longer look as reliable from the other. Unbundling, now, is business. Even if you believe the fruit has been picked, it hasn't been picked everywhere. We have a generation's work replicating Chinese dependencies in America (and vice versa), with the same applying to India and Europe. [1] https://hbr.org/2014/06/how-to-succeed-in-business-by-bundling-and-unbundling https://hbr.org/2014/06/how-to-succeed-in-business-by-bundli...
- janalsncm 2y ago
  Those aren’t low capex at all. They require integrating with a global supply chain at competitive prices. You’ll have to work international markets and potentially domestic politics to make it work. Just standing up a factory is extremely hard in the US.
  - linotype 2y ago
    Is there any place building a factory is easy?
    - nateglims 2y ago
      There's been places where capital is the main issue. Like Chinese SEZs attracting foreign capital with low regulation, low labor costs, cheap land, etc.
neither_color 2y ago
The neighborhood liquor store, or the grey market handyman. That's the remaining low cap fronts. Im actually bullish on these types. I think the next wave of useful apps for people like them will be built BY them using increasingly available tools and platforms. Instead of Stanford kid making another "uber for finding plumbers" without meeting plumbers or working with them to understand their needs, some plumber with tech moderate tech skills(maybe he made wordpress sites as a kid) can hack together an AI wrapper that can tell him if everything looks up to (building) code when he uploads a video walkthrough of his work. Maybe an electrician can upload the blueprints and have AR mark every wiring run. I guess these aren't trillion dollar ideas but could still make many more millionaires.
- wnc3141 2y ago
  I think with a lot of digitally enabled enterprise, we are finding that in this saturated market is that operating and building the "enterprise" is the hard part. For your plumber example, the software is the easy part. Retaining customers, managing supply chains, labor relations, managing costs , building expertise etc. is the hard part.

JumpCrisscross 2y ago

> low hanging fruit has been grabbed I don't believe this. But let's assume it's true. We still have the Barksdale binary: business comes down to bundling and unbundling [1]. After the fall of the USSR the world went unipolar. The Internet was spreading and bundling was business. Now we're Balkanising. Factories and servers on one side of the planet no longer look as reliable from the other. Unbundling, now, is business. Even if you believe the fruit has been picked, it hasn't been picked everywhere. We have a generation's work replicating Chinese dependencies in America (and vice versa), with the same applying to India and Europe. [1] https://hbr.org/2014/06/how-to-succeed-in-business-by-bundling-and-unbundling https://hbr.org/2014/06/how-to-succeed-in-business-by-bundli...

janalsncm 2y ago
Those aren’t low capex at all. They require integrating with a global supply chain at competitive prices. You’ll have to work international markets and potentially domestic politics to make it work. Just standing up a factory is extremely hard in the US.
- linotype 2y ago
  Is there any place building a factory is easy?
  - nateglims 2y ago
    There's been places where capital is the main issue. Like Chinese SEZs attracting foreign capital with low regulation, low labor costs, cheap land, etc.

neither_color 2y ago

The neighborhood liquor store, or the grey market handyman. That's the remaining low cap fronts. Im actually bullish on these types. I think the next wave of useful apps for people like them will be built BY them using increasingly available tools and platforms. Instead of Stanford kid making another "uber for finding plumbers" without meeting plumbers or working with them to understand their needs, some plumber with tech moderate tech skills(maybe he made wordpress sites as a kid) can hack together an AI wrapper that can tell him if everything looks up to (building) code when he uploads a video walkthrough of his work. Maybe an electrician can upload the blueprints and have AR mark every wiring run. I guess these aren't trillion dollar ideas but could still make many more millionaires.

wnc3141 2y ago
I think with a lot of digitally enabled enterprise, we are finding that in this saturated market is that operating and building the "enterprise" is the hard part. For your plumber example, the software is the easy part. Retaining customers, managing supply chains, labor relations, managing costs , building expertise etc. is the hard part.